Branch Manager

Ameriprise Financial Services, LLC

. Lead one or more Ameriprise-owned branch offices .

Posted 10/26/2026full-timePepper Pike • Ohio • United StatesMid-LevelSenior💰 $44,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and coaching abilities to drive business growth and client acquisition while maintaining compliance and managing risk. Possesses expertise in developing advisor training and executing business plans to enhance branch profitability.

Highest-signal resume keywords

Active FINRA Series 7Active FINRA Series 24Proven Leadership SkillsP&L Expense ManagementClient Acquisition

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningSales SuccessData AnalysisRisk ManagementClient ServiceAdvisor TrainingOnboarding ExecutionRevenue GrowthCommunity NetworkingWealth Management

Soft Skills

CoachingMotivationSelf-DrivenAchievement-OrientedStrong Presentation Skills

Certifications & Qualifications

Bachelor's DegreeState Securities Agent RegistrationState IAR RegistrationLife and Accident/Health Insurance LicenseMaster's Degree (Preferred)

Industry Keywords

Ameriprise Client ExperienceBroker/Dealer OperationsComplianceFinancial ServicesAdvisor Practices

About the role

Key responsibilities & impact

Lead one or more Ameriprise-owned branch offices
Understand the local market and execute a business plan to grow the branch profitably
Coach advisor practices on key revenue drivers and business planning
Recruit experienced advisors and generate leads into the local-area pipeline
Manage the end-to-end candidate experience and develop the branch's value proposition
Execute onboarding and ramp-up plans to drive growth
Drive profitable organic growth through active leadership, coaching, and delivery of the Ameriprise Client Experience
Inspect results and coach advisors on client acquisition, advice, investment solutions, external practice acquisition, and business planning
Perform front-line supervision of sales activities based on client objectives, goals, and risk tolerance
Anticipate, manage, and resolve risk items to protect client interests
Develop a local office culture centered on peer learning, achievement, growth, and continuous development
Uphold Ameriprise core values
Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience
Lead by example in client service and practice management

Requirements

What you’ll need

Bachelor's degree or equivalent
3–5 years of relevant work experience
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training
Active FINRA Series 7 or ability to obtain within 150 days
Active FINRA Series 24, or 9/10 or ability to obtain within 90 days
Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
Active State IAR registration (S65 or S66) or ability to obtain within 150 days
Active Life and Accident/Health insurance license or ability to obtain within 150 days
Proven success driving business growth
Proven leadership skills and ability to drive and motivate an organization to achieve results
Demonstrated sales success with proven ability to acquire clients and close business
Self-driven and achievement-oriented
Ability to execute a playbook to drive results
Strong presentation skills
P&L expense management and ability to analyze data and reports to determine business opportunities
Knowledge of developing networks within the community
Excellent compliance record
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Master's degree and/or relevant industry designations preferred (e.g., CFP)

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one (1) day per week
Inclusive and accessible recruitment process accommodations